Filed March 16, 2007 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,064,961 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $304,737 |
Filed as: FIDELITY INV INST OPS CO Service code 60 | Sub-TA Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,727 | $49,270+31.4% | $156,549-58.7% | $329,111-80.3% |
| Participation rate | 95.5% | 68.1%+27.3pp | 84.0%+11.4pp | 67.9%+27.6pp |
| Annual return | 18.86% | 23.25%-4.4pp | 32.23%-13.4pp | 16.35%+2.5pp |
| Employer contribution / active EE | $3,044 | $1,534+98.4% | $5,501-44.7% | $2,303+32.1% |
| Participant deferral / active EE | $5,284 | $2,920+81.0% | $4,871+8.5% | $3,682+43.5% |
| Admin fee / account holder | $73 | $51+44.2% | $13,027-99.4% | $754-90.3% |